Investment Associate - Single Family Office - Boston, MA

Page Executive; Boston (MA); On-site; USD 170,000 - 190,000; Full time

Benefits offered by this job

Performance related bonus scheme (50%)

Competitive benefits

Job summary

A private equity firm in Boston seeks an Investment Associate to support analytical functions and conduct market research. Candidates should have a Bachelor's degree and 3+ years of relevant experience, with strong LBO experience being essential. The role requires in-office attendance. Offering a competitive salary range of $170,000 to $190,000 and a performance-related bonus scheme.

Qualifications

• 3+ years of relevant investment banking experience essential.
• Ability to work from Downtown Boston on a daily basis.
• Strong understanding of complex financial modeling required.

Responsibilities

• Prepare financial models to support mandate processes.
• Analyze financial data to build financial models.
• Conduct market/industry research on TMT investments.
• Recommend future investments and analyze portfolio performance.

Skills

Strong LBO experience

Financial modeling

Analytical skills

Education

Bachelor's Degree

Job description

Investment Associate - Single Family Office - Boston, MA

Join to apply for the Investment Associate - Single Family Office - Boston, MA role at Page Executive

Investment Associate - Single Family Office - Boston, MA

Join to apply for the Investment Associate - Single Family Office - Boston, MA role at Page Executive

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This range is provided by Page Executive. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$170,000.00/yr - $190,000.00/yr

Boston based Single Family Office seeks private equity Associate to join their growing investment team in Boston, MA.

My client is a Single Family Office with a strong (25+ year) pedigree and impressive track record. They have in excess of $10B AUM. They have ambitious growth plans in the coming years and as part of their longer-term strategy and team growth, the need for a Private Equity Investment Associate has arisen.

They have exclusively retained Tom Smith at Page Executive in Boston to appoint their next Investment Associate level hire.

Description

Reporting into the CEO of the US, the Investment Associate is generally responsible for providing analytical support to the senior leadership and wider team. The Investment Associate's primary responsibilities include due diligence, analysis and sourcing of investment opportunities, focusing largely on TMT investments. The Investment Associate also assists in conducting capital market, industry and asset class research and due diligence. Main duties and responsibilities will include the following:

• Prepare financial models (LBO etc.) for the team across industries and sectors to support mandate processes
• Analyze financial data to build financial models, review direct equity investments
• Evaluate data and use information to make informed financial decisions
• Synthesize and articulate inputs required for investment theses
• Handle initial screening of private investments and due diligence process; summarize investment opportunities for senior leadership
• Market/industry research (read reports, interview experts, attend conferences)
• Investment analysis (management meetings, financial models, investment memos)
• Portfolio monitoring (board meetings, quarterly letters)
• Recommend future investments
• Compose and deliver quarterly sector research reports for internal distribution

Please note that this is not a remote opportunity and a presence in the office in Downtown Boston (with a little flexibility) is required.

This role is exclusive and retained to Page Executive Boston. Apply today for immediate consideration!

Profile

In return for a competitive remuneration package, you will possess the following:

• Bachelor's Degree required - essential
• 3+ years of relevant experience - essential
• Strong LBO experience - essential and non-negotiable
• Understanding of complex financial modeling
• Ability to work from Downtown Boston on a daily basis. Limited flexibility is available, but the role is mainly in-office (Financial District)

Job Offer

• Base salary of $ 170,000 to $ 190,000
• Performance related bonus scheme (50%)
• Opportunity to be part of the inner workings of a well-established private family office.

Boston based Single Family Office seeks private equity Associate to join their growing investment team in Boston, MA.

Client Details

My client is a Single Family Office with a strong (25+ year) pedigree and impressive track record. They have in excess of $10B AUM. They have ambitious growth plans in the coming years and as part of their longer-term strategy and team growth, the need for a Private Equity Investment Associate has arisen.

They have exclusively retained Tom Smith at Page Executive in Boston to appoint their next Investment Associate level hire.

Description

Reporting into the CEO of the US, the Investment Associate is generally responsible for providing analytical support to the senior leadership and wider team. The Investment Associate's primary responsibilities include due diligence, analysis and sourcing of investment opportunities, focusing largely on TMT investments. The Investment Associate also assists in conducting capital market, industry and asset class research and due diligence. Main duties and responsibilities will include the following:

• Prepare financial models (LBO etc.) for the team across industries and sectors to support mandate processes
• Analyze financial data to build financial models, review direct equity investments
• Evaluate data and use information to make informed financial decisions
• Synthesize and articulate inputs required for investment theses
• Handle initial screening of private investments and due diligence process; summarize investment opportunities for senior leadership
• Market/industry research (read reports, interview experts, attend conferences)
• Investment analysis (management meetings, financial models, investment memos)
• Investment execution (term sheets, due diligence, transaction documents)
• Portfolio monitoring (board meetings, quarterly letters)
• Evaluate current investment portfolio
• Recommend future investments
• Compose and deliver quarterly sector research reports for internal distribution

Please note that this is not a remote opportunity and a presence in the office in Downtown Boston (with a little flexibility) is required.

This role is exclusive and retained to Page Executive Boston. Apply today for immediate consideration!

Profile

In return for a competitive remuneration package, you will possess the following:

• Bachelor's Degree required - essential
• 3+ years of relevant experience - essential
• Strong LBO experience - essential and non-negotiable
• Understanding of complex financial modeling
• Ability to work from Downtown Boston on a daily basis. Limited flexibility is available, but the role is mainly in-office (Financial District)

Job Offer

• Base salary of $ 170,000 to $ 190,000
• Performance related bonus scheme (50%)
• Competitive benefits
• Opportunity to be part of the inner workings of a well-established private family office.

Desired Skills and Experience

- Bachelor's Degree required - essential
- 3+ years of relevant investment banking experience - essential
- Strong LBO experience - essential
- Understanding of complex financial modeling - essential
- Ability to work from Downtown Boston on a daily basis. Limited flexibility is available, but the role is mainly in-office (Financial District) - essential

Page Group USA is acting as an Employment Agency in relation to this vacancy.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Strategy/Planning

• Industries

  Banking, Capital Markets, and Venture Capital and Private Equity Principals

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